Jimmy Kimmel Alive is back on ABC, but broadcast network owners Sinclair and NextStar have both refused to air the show on their ABC affiliate networks. The boycott sparking analysis that Disney could maybe divest from its linear TV business. Laura Martin from Needam, for example, argued that Disney should shut down ABC entirely.Joining me now with an investor playbook for media stocks is Rich Greenfield Lightshed Partners partner and media and technology analyst. There is a lot to weigh as a result of this ...

Feel like life keeps getting more expensive. Well, your Disney Plus bill is joining the trend. Starting October 21st, Disney Plus with ads will go up by $2 to $11.99% per month.The premium no ads plan jumps $3 to $18.99% per month or $30 extra for the annual plan at $189.99%. Bundles are going up as well. The Disney Plus and Hulu ad supported package increases by $2 a month. and the Disney Plus, Hulu, and ESPN and Disney Plus, Hulu, and HBO Max bundles are rising by $3 per month.NFL Plus plans will stay the ...

Five things to know ahead of today's opening bell. Computer memory and storage maker Micron reporting results above analyst expectations and issuing a solid forecast for the current quarter. Micron has become one of the beneficiaries of the AI boom as chips like Nvidia require increasing amounts of high-tech memory.Meanwhile, President Trump cancing a plan meeting with the top two Democrats in Congress over funding for the federal government. government set to shut down at the end of this month unless a spe ...

[Music] Good afternoon and welcome to Market Domination. I'm Miles Odin live from our New York City headquarters. There's just under an hour to go until the closing bell stocks set for losses on this Tuesday, giving up some gains after we saw all three majors close at records to start the week.Now, this coming after comments from Fed Chair Jay Powell earlier this afternoon. But let's begin with the market action as we welcome in Yahoo Finances Jared Lickory and Claire Boston. Jared, let's start with you and ...

you were out with a very compelling case late last week around uh Disney's ABC asset and that rather than sell it, they should just shut it down. I'm curious if you could just walk through some of those mechanics and some of your thinking around um you know around that that property. >> Yeah, sure.So, um we basically published this note today saying that they should just shut down the TV broadcast company called ABC. Not sell it, just shut it down. And our logic was that because of the comments of FCC chair ...

He sees another 20% upside from here. Joining us this afternoon, Mark Mahaney, Evercore ISS head of internet research. Mark, good to see you again on Netflix.I know you've done some some survey work. Uh you've got some stuff to talk about about sentiment. Does it deserve to have treaded water really since Memorial Day or so.Oh, I uh Well, that's a good take on it. Uh I was looking at the stock that's up 36% year to date and kind of patting myself on the back, but you're right. Uh the stock has uh there was ...

核心观点 - 迪士尼将于2025年10月21日起实施新一轮流媒体服务价格上调 覆盖独立订阅套餐及捆绑套餐[1][2] - 价格调整后迪士尼点播流服务价格与Peacock、Apple TV Plus及HBO Max持平 直播电视服务价格显著高于YouTube TV并与有线电视套餐相当[5] 价格调整详情 - Disney Plus Premium、Hulu、ESPN Select传统捆绑套餐月费从22美元增至25美元[3] - Hulu Plus Live TV传统套餐月费从88美元增至95美元[3] - 含广告版Disney Plus月费定为12美元 无广告版定为19美元[5] - Disney Plus与Hulu捆绑套餐含广告版月费11美元[5] - 三平台捆绑套餐（Disney Plus、Hulu、ESPN Select）含广告版月费20美元 无广告版30美元[5] - 新增Disney Plus、Hulu、HBO Max捆绑套餐含广告版20美元 无广告版33美元[5] - Hulu Plus Live TV基础套餐含广告版89美元 含点播服务套餐无广告版100美元[5] 未调整项目 - Hulu无广告套餐保持原价[3] - 无广告版Disney Duo捆绑套餐保持原价[3] - 含ESPN Unlimited的新捆绑套餐保持原价[3] 行业动态 - 奈飞、Peacock和Apple TV Plus本年均已实施涨价[5] - Warner Bros Discovery高管明确表示HBO Max即将涨价[5] - 迪士尼本次涨价与去年2024年10月的价格调整保持年度同步节奏[1]

news. Julia Borston with that for us. Julia, big news here is that Jimmy Kimmel is returning to his show Dish Disney issuing in a statement saying, quote, "Last Wednesday, we made the decision to suspend production on the show to avoid further inflaming a tense situation at an emotional moment for our country, saying it is a decision we made because we felt some of the comments were illtimed and thus insensitive. We have spent the last days having thoughtful conversations with Jimmy and after those conversa ...

Netflix评级与市场地位 - Loop Capital将Netflix评级上调至买入 目标价从1220美元提升至1350美元 当前股价约1220美元 [1] - Netflix在流媒体领域被视为明确领导者 即使竞争对手整合也可能存在多玩家共存空间 [2][3] - 公司通过增加摔跤和拳击等直播活动扩大内容覆盖 保罗·泰森拳赛吸引约1亿观众 近期赛事吸引4100万观众 [1] - 作为纯流媒体平台享有估值溢价 无需担忧主题公园或邮轮业务等其他业务线干扰 [6] Disney流媒体发展与估值 - Bernstein重申迪士尼跑赢大盘评级 目标价129美元 [3] - 迪士尼流媒体业务已实现盈利 预计盈利预期有较大上修空间 盈利预测持续走高 [4][5] - 当前估值吸引人 约18倍市盈率 低于市场平均水平 增长动力来自流媒体和主题公园 [5] - ESPN流媒体服务刚上线 预计将获得用户接纳 [6] Walmart技术升级与市场表现 - 美国银行将Walmart目标价上调至125美元 维持买入评级 当前股价约106美元 创历史新高 [7][8] - 公司在人工智能和电子商务领域处于领先地位 利用技术优化消费者采购流程 [8] - 股价当日上涨约2.3% 市值有望突破1万亿美元 [8] AbbVie(ABBV)评级与财务表现 - Baronberg将AbbVie评级上调至买入 目标价从170美元大幅提升至270美元 [9] - 公司成功度过Humira专利到期危机 当前主要依赖Skyrizzy和Renvoke药物 未来多年无重大专利到期风险 [10] - 提供3%股息收益率 15倍前瞻市盈率 尽管股价强劲上涨仍具投资价值 [10] 医疗保健行业整体表现 - 医疗保健板块年内上涨6% 显著低于标普500中领涨板块近30%的涨幅 存在估值修复机会 [11][12] - 生物科技和制药板块表现突出 XBI指数当季上涨14% IBB指数上涨12% [13][14] - 生物科技板块可能受益于利率下调和新政策环境 当日XBI指数上涨约1% [14] - 该板块为投资者提供分散科技股投资的机会 尤其在中大型科技股回调时吸引资金流入 [13]

收购动机与竞争格局 - 公司迅速行动以避免华纳兄弟探索分拆出售其工作室流媒体业务20%股份 否则将引入苹果和亚马逊等额外竞购方[2] - 康卡斯特被视为潜在自然竞购方 但交易成功可能性存疑[3] - 政治因素可能影响交易审批 特朗普政府更倾向于支持埃里森家族而非罗伯茨家族的竞标[4] 市场地位影响 - 合并后公司将与亚马逊Prime并列全球订阅用户数第二 仍远低于Netflix的3亿全球用户[5] - 交易将改变行业格局 使迪士尼旗下Hulu和ESPN组合订阅用户退居第三或第四位置[5] 资产整合策略 - 有线电视资产（包括CNN和TNT）处理方案成为关注焦点[6] - 新闻领域可能出现整合机会 默多克家族完全控制公司后预计推进新闻领域交易[7][8]